Transactions
Theme
Advised Cincinnati-based Bartlett & Co. on its sale to New York-based Focus Financial Partners. In conjunction with the closing of the transaction, Bartlett, with over $3.5 billion of high net worth assets under management, will rebrand to Bartlett Wealth Management, LLC and expand its leadership team from 11 to 17 to include members of its next generation. This acquisition marks Focus’ first partner firm in Ohio.